Radar · Finance & Accounting Services in Massachusetts
Best Finance & Accounting Services Companies in Massachusetts, United States
The 91 best Finance & Accounting Services companies in Massachusetts, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: CFGI.
By Rohit KhannaTrends & Stories
91companies tracked
$73.1Mdisclosed funding
1unicorns
4have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × MASSACHUSETTS
Our analysis of 50 Finance & Accounting Services companies
$6.2b in tracked funding; 80% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2022.
50companies analysed
80%cloud-native stacks
2022funding peak (by rounds)
1unicorns
2009median founding year
95kcombined LinkedIn audience
83%of audience held by top 3
3companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Services companies in Massachusetts
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | CFGI 🦄 Provider of accounting and business advisory services 62Moat top 31%Growth top 36%Funding top 37%Tech top 39% All 8 signals ▾Moattop 31% Growthtop 36% Fundingtop 37% Techtop 39% Markettop 40% Talentbottom 48% Globalbottom 46% Newsbottom 34% Moat: Editorial + unicorn rating 6/10 · Unicorn Growth: Headcount 772 → 993 (+29%) across vintages · 1 acquisition/expansion move in 24 mo rank vs industry peers · Fliar Intelligence Index 62/100 | $73M | 57 mo ago | Acquired | Nick Nardone Co-Founder & Co-CEO | 2000 | WordPressApple iCloud MailMySQL+33 | — |
| 2 | Boston Financial Advisory Group Accounting and corporate advisory firm | $80K | 187 mo ago | Seed | Sameer Paddalwar Chief Executive Officer | 2009 | UbuntuMUIAnimate.css+21 | — |
| 3 | BioProcure Provider of procurement and accounts payable support for biotech | — | 32 mo ago | Late Stage | Vincent Bologna Co-Founder & CEO | 2007 | HubSpot CMS HubBootstrapcore-js+12 | — |
| 4 | South Watch Provider of fund accounting, tax preparation, and audit support services | — | 37 mo ago | Acquired | Paul Timmins Founder | 2016 | — | — |
| 5 | MHIC Provider of tax credits, financing, and other services | — | 196 mo ago | Funding Raised | Moddie Turay CEO | 1990 | — | 2 internships · 1 award |
| 6 | AAFCPA Provider of adult contemporary radio programming and online content | — | — | Unfunded | Herb Alexander Founder & Partner | 1973 | WordPress Block EditorWordPressMySQL+29 | 1 launch |
| 7 | accurate accounting associates Accurate Accounting Associates is an accounting firm provide strategic direction and competent financial… | — | — | — | — | 2013 | — | — |
| 8 | Adelsoncpa Adelson & Company offers financial services that include accounting, audit review, taxation, business… | — | — | Unfunded | — | — | — | — |
Top 5 Finance & Accounting Services companies in Massachusetts
#1
CFGI 🦄Acquired · Boston, Massachusetts · founded 2000 · 993 employees$73Mraised▾
CFGI 🦄
Acquired · Boston, Massachusetts · founded 2000 · 993 employees
Provider of accounting and business advisory services. It provides technical accounting, capital markets, tax, valuation, ESG, transaction advisory, restructuring, cybersecurity and technology solutions. It also provides solutions to solve clients’ most complex problems without the restrictions created by auditor independence rules.
Fliar Intelligence Index™ 62how this company ranks against its industry peers
Moat
top 31%Growth
top 36%Funding
top 37%Tech
top 39%Market
top 40%Talent
bottom 48%Moat: Editorial + unicorn rating 6/10 · Unicorn · 10 curated direct competitors tracked
Growth: Headcount 772 → 993 (+29%) across vintages · 1 acquisition/expansion move in 24 mo
Funding: Raised $73.0M across 1 rounds · 1 rounds over 12 yrs (0.1/yr) · Last round Series D (Sep 2021)
Audience (LinkedIn): 59k LinkedIn followers — 62.2% of this cohort's audience
Funding rounds
- Sep 2021Series D—
- Feb 2018Series C$73M
- Sep 2014Series B—
Founders & team
Investors
Flexpoint Ford, CVC, Thecarlylegroup.fr
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCookie NoticeCookieyesCore-Js
#2
Seed · Boston, Massachusetts · founded 2009 · 75 employees$80Kraised▾
Seed · Boston, Massachusetts · founded 2009 · 75 employees
Boston Financial Advisory Group is an accounting and corporate advisory firm based in the US, and operations running in the US and India. They offer a full suite of services including financial services, accounting, tax regulatory, compliance, analytical tools and strategic planning services. IB services include M&A advisory, business valuation, negotiation, due diligence, corporate restructuring, fundraising and strategic advisory activities.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers — 2.9% of this cohort's audience
Funding rounds
- Nov 2010Seed$80K
Founders & team
Tech stack
UbuntuBootstrapAnimate.CssApache Http ServerSlickMicrosoft Ajax Content Delivery Network
#3
Late Stage · Woburn, Massachusetts · founded 2007 · 139 employees—raised▾
Late Stage · Woburn, Massachusetts · founded 2007 · 139 employees
BioProcure is a procurement and accounts payable support company specializing in the biotech industry. They offer a breakthrough procure-to-pay service designed to serve the biotechnology and pharmaceutical vertical.
Funding rounds
- Oct 2023PE—
Founders & team
Investors
Primus Capital
Tech stack
WordpressMysqlPhpBootstrapWpbakerySmash Balloon Instagram Feed
#4
Acquired · Canton, Massachusetts · founded 2016—raised▾
Acquired · Canton, Massachusetts · founded 2016
Provider of fund accounting, tax preparation, and audit support services
Funding rounds
- May 2023PE—
Founders & team
Investors
Everlane Equity Partners
#5
Funding Raised · Boston, Massachusetts · founded 1990—raised▾
Funding Raised · Boston, Massachusetts · founded 1990
Provider of tax credits, financing, and other services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers — 3.1% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Investors
Hud Exchange
Funding & investor landscape
$73.1Mtotal disclosed funding
2companies funded
2disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Nick Nardone
Co-Founder & Co-CEO · CFGI
Andrew Beaumont
Managing Director · CFGI
Amit Mulgund
Managing Director · Boston Financial Advisory Group
Sameer Paddalwar
Chief Executive Officer · Boston Financial Advisory Group
Vincent Bologna
Co-Founder & CEO · BioProcure
Laura S.
CoFounder & COO · BioProcure
Paul Timmins
Founder · South Watch
Moddie Turay
CEO · MHIC
Prism market signals · United States · country-scoped Prism corpus, 4,671,638 docs
Market landscape — 10 sub-themes by coverage
Share of Finance & Accounting Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
RESEARCH SIGNALS · United States
How research on Fintech is moving in the United States
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.
research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 23% → 38% across 2016–2026.
top research entities
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
leading researchers
Crypto Education Research Lab · Kapil Dharika · Bibitayo Ebunlomo Abikoye · Adesola Oluwatosin Adelaja · Stanley Chidozie Umeorah · Pingale, Mandar Vijay · Hajwane, Shaeena Samir · Rogers, Anuoluwapo
▲
Breakthroughs97 · 11%
▲ 0%→11% share
0 median citations96% since 2021mostly methods-led
Financial services breakthrough research surged from 0% to 11% field-share, with 41 brand-new papers signaling rapid emergence.
rising sub-themes (early→recent)
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
Newly emergingFinancial services 0→41 · Database transaction 0→15 · Payment 0→14
Landmark E.T.-RNN · 87 cites
◆
Advancements352 · 39%
▲ 28%→41% share
▲1.5× share momentum0 median citations95% since 2021mostly empirical
Financial inclusion advancement papers exploded from 2 to 74, reflecting intensifying US fintech equity research.
rising sub-themes (early→recent)
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
Newly emergingTransformative learning 0→37 · Database transaction 0→34 · Financial literacy 0→32
Landmark Fintech Adoption Drivers for Innovation for SMEs in Indonesia · 143 cites
▼
Concerns281 · 31%
▼ 56%→29% share
▼0.5× share momentum0 median citations83% since 2021mostly empirical
Concern-flagged cryptocurrency papers rose from 1 to 17, while big data governance risks newly entered the conversation.
rising sub-themes (early→recent)
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Newly emergingFinancial market 0→22 · Big data 0→18 · Corporate governance 0→18
Landmark The FinTech Opportunity · 433 cites
RESEARCH HOTSPOTS · United States
Where fintech is researched across United States
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
New York25 · +0.24
Seattle14 · +0.21
Philadelphia13 · +0.19
Boston12 · +0.34
Los Angeles8 · +0.42
Ann Arbor8 · +0.49
SF Bay Area5 · +0.42
Chicago5 · +0.08
Atlanta5 · +0.36
PATENT SIGNAL · United States
Who's filing fintech patents in the United States
United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.
20 filings16 assigneespeak 7/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
Common questions
How many Finance & Accounting Services companies are there in Massachusetts, United States?
Radar tracks 91 indexable Finance & Accounting Services companies headquartered in Massachusetts, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Massachusetts, United States?
The Finance & Accounting Services companies in Massachusetts, United States on this list have raised a combined $73.1M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Finance & Accounting Services company in Massachusetts, United States?
CFGI is the highest-funded Finance & Accounting Services company in Massachusetts, United States, with $73M in disclosed equity funding.
How many Finance & Accounting Services companies in Massachusetts, United States are funded?
2 of the 91 Finance & Accounting Services companies in Massachusetts, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Massachusetts, United States?
1 Finance & Accounting Services company in Massachusetts, United States on this list is valued at $1B or more.
Who are the top investors in Massachusetts, United States Finance & Accounting Services companies?
The most active investors in Massachusetts, United States Finance & Accounting Services companies on this list include CVC, Everlane Equity Partners, Flexpoint Ford, HealthSmart, Hollis Cobb.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.